BALANCED WEALTH GROUP LLC
Position in AFB — Alliancebernstein National Municipal Income Fund
CIK 2009783
WESTLAKE, OH
Position in AFB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$248,489
+$110,881 QoQ
Shares Held
23,245
+82.8% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AFB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BALANCED WEALTH GROUP LLC holds $9,922,077 across 4 Asset Management names. AFB ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
606,954 | $8,297,061 | |
| 2 | MFM |
Aberdeen Municipal Income Fund
|
195,055 | $1,051,346 | |
| 3 | DNP |
Dnp Select Income Fund Inc
|
31,571 | $325,181 | |
| 4 | AFB |
Alliancebernstein National Municipal Income Fund
This page
|
23,245 | $248,489 |
All Filings in AFB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,489 | 23,245 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $137,608 | 12,718 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,108,002 | 102,120 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $147,567 | 14,313 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,227,505 | 113,030 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,097,815 | 100,995 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $963,788 | 81,677 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $765,012 | 68,858 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $975,021 | 88,719 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $741,521 | 68,406 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||